ENTREWEALTH, LLC

ENTREWEALTH, LLC of AUSTIN, TX is an SEC-registered investment adviser (CRD 317553). Regulatory assets under management: $326.3M.

Registration

Business model

Compensation: % of AUM.

Clients served: High net worth, Charities.

Officers, owners & control persons (3)

NameRoleLocation
Jeffrey Edward SochaPRESIDENT AND CHIEF COMPLIANCE OFFICER
Mark WheelisCHIEF FINANCIAL OFFICER
SOCHA JEFFREY EDWARDPRESIDENT AND CHIEF COMPLIANCE OFFICER

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